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集邦:2026年 AI 伺服器出貨看增28% 牽動鴻海、廣達等建廠布局

요약

研調機構集邦科技(TrendForce)最新產業研究,北美五大雲端服務供應商(CSP)為擴大AI訓練和推論應用部署,五大CSP廠總AI訓練算力年增逾56%、總AI推論算力年成長高達122%左右,並預估今年AI伺服器出貨將年成長28%以上。

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